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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
1526
Strategic Blueprint
Georgia
$280K +$37.8K +226 +16%
WA
1527
Waverly Advisors
Alabama
$280K +$258K +1,542 New
BG
1528
Bahl & Gaynor
Ohio
$279K -$19.2K -115 -6%
BCM
1529
Blume Capital Management
California
$279K – – –
WAP
1530
Wealthcare Advisory Partners
Pennsylvania
$279K +$43K +257 +18%
CIP
1531
Convergence Investment Partners
Florida
$278K -$70.6K -422 -20%
FPW
1532
Flagship Private Wealth
Massachusetts
$277K +$167 +1 +0.1%
FM
1533
Foster & Motley
Ohio
$276K -$25.2K -151 -8%
SCM
1534
SKBA Capital Management
California
$276K – – –
SGK
1535
Steigerwald Gordon & Koch
Virginia
$276K +$167 +1 +0.1%
HWM
1536
Hemington Wealth Management
Virginia
$275K +$3.18K +19 +1%
BFC
1537
Blue Fin Capital
Rhode Island
$274K – – –
BBNA
1538
Bremer Bank National Association
Minnesota
$273K -$27.6K -165 -9%
CL
1539
CPWM LLC
Washington
$273K -$5.52K -33 -2%
VCM
1540
Vigilant Capital Management
Maine
$273K +$21.2K +127 +8%
FBFS
1541
First Business Financial Services
Wisconsin
$273K +$48K +287 +21%
FANJ
1542
Financial Architects (New Jersey)
New Jersey
$272K -$142K -852 -34%
GL
1543
Graypoint LLC
New York
$272K +$43.5K +260 +19%
ISWM
1544
Independent Solutions Wealth Management
New York
$271K +$3.01K +18 +1%
ECA
1545
Elevated Capital Advisors
Utah
$270K +$269K +1,610 New
SWA
1546
SFMG Wealth Advisors
Texas
$269K -$3.01K -18 -1%
MPPLM
1547
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$269K +$2.17K +13 +0.8%
HAS
1548
HBW Advisory Services
California
$269K +$18.2K +109 +7%
OIA
1549
Optimum Investment Advisors
Illinois
$268K -$83.6K -500 -24%
MJP
1550
Michael J. Puzo
$268K – – –
60 61
62
63 64